Book multi-day jobs

Overview

To book multi-day jobs, we recommend that you book a job and add an appointment for each day of work, or create a project and book a separate job for each day of work.

Add an appointment for each day of work

Before you start, book a job or search for an existing job to which you want to add additional days.

• If you booked a new job the Job Record opens.

• To open an existing job, search for the job then click the Job # in the search results.

To add an appointment:

1. In the Job Record screen, scroll down to Scheduled Appointments.

2. Add an appointment for each day of work by clicking Add Appointment for a single appointment or use the dropdown to add multiple appointments.

   Note: You can add more appointments later, if needed.

   

3. Enter the appointment details:

   1. Choose a Start Date.

   2. Choose a Start Time.

   3. If you want to set an end time select Edit Appointment End Time and choose the end date and time. Appointments can be multiple days long.

   4. If you want to assign technicians as you're creating the appointment click the dropdown and select the technicians to assign.

   5. If you want to send a booking confirmation, select Send Booking Confirmation.
      

4. Click Schedule Appointment.
   Repeat this process if you need to add days of work at a later time.

Book a separate job for each day of work in a project

You can book each day of work as its own job and organize them in a project in ServiceTitan. Keep in mind that if a technician uses Reschedule or Hold, another appointment is automatically created on that job.

1. Find the customer or service location that needs a project. You can click the record from the Call Booking screen if you’re on the line with the customer, or use search to find the record if you’re not.

2. Click More .

3. On the dropdown that appears, select Create Project.
   

4. On the Project dashboard that appears, click Actions and select Book new job or Attach existing job to book jobs or attach existing jobs from the project.
   

   1. If booking a new job, use the Call Booking page to book the job.

   2. If attaching an existing job to the project, select the existing job you want to attach in the Attach existing job pop-up that appears.

5. Repeat step 4 for each additional job you want to schedule for the project.

Complete a job for each day of work in a project

When your technician leaves at the end of each day, they need to close out the appointment using the Complete the Job option in ServiceTitan Mobile.

Note: You can also Create a project from an existing job or Book the work from a sold estimate.

Other methods

You can also book multi-day jobs in ServiceTitan by booking one long appointment that spans however many days your job runs or using Pause at the end of each day of work and having the office reschedule the appointment.

Want to learn more?

• See Create a project

• See Manage appointments